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The Five People You Should Meet Before Retirement
Manage episode 494942524 series 3650791
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In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, Dennis talks about the five people you should meet before retirement. These are the people who can guide your next chapter and help you retire with clarity, confidence, and purpose. Inspired by the themes of that book, Dennis shares a practical, down-to-earth roadmap for building your “retirement dream team.”
Here’s some of what we discuss in this episode:
💼 Why your financial advisor should be your first stop- not your last
📜 The importance of having a will
🩺 Medicare mess? Why an insurance broker matters more than you think
🏋️ The fitness factor most retirees overlook
🙌 Why mentoring could be the missing piece to post-retirement purpose
Our website: https://www.401k.faith
Phone: (513) 898-1897
Contact our team: https://www.faith401kmgmt.com/contact_us/
Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/
Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/
Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm
Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/
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